Pioneer Disciplined Value Fund Quote

CVFYX Fund  USD 16.21  0.06  0.37%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Pioneer Disciplined is trading at 16.21 as of the 5th of July 2025; that is 0.37% up since the beginning of the trading day. The fund's open price was 16.15. Pioneer Disciplined has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 6th of April 2025 and ending today, the 5th of July 2025. Click here to learn more.
The fund invests primarily in equity securities of U.S. issuers. For purposes of the funds investment policies, equity securities include common stocks and other equity instruments, such as securities of other investment companies that invest primarily in equity securities, depositary receipts, warrants, rights, equity interests in real estate investment trusts and preferred stocks. More on Pioneer Disciplined Value

Moving together with Pioneer Mutual Fund

  0.96PFGRX Pioneer FundamentalPairCorr
  0.94GCSLX Pioneer Global EquityPairCorr
  1.0CVCFX Pioneer Disciplined ValuePairCorr
  1.0CVFCX Pioneer Disciplined ValuePairCorr
  1.0CVKFX Pioneer Disciplined ValuePairCorr

Pioneer Mutual Fund Highlights

Fund ConcentrationAmundi US Funds, Large Value Funds, Large Value, Amundi US (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date28th of December 2022
Fiscal Year EndAugust
Pioneer Disciplined Value [CVFYX] is traded in USA and was established 5th of July 2025. Pioneer Disciplined is listed under Amundi US category by Fama And French industry classification. The fund is listed under Large Value category and is part of Amundi US family. This fund currently has accumulated 422.49 M in assets under management (AUM) with minimum initial investment of 5 M. Pioneer Disciplined Value is currently producing year-to-date (YTD) return of 2.29% with the current yeild of 0.03%, while the total return for the last 3 years was 4.68%.
Check Pioneer Disciplined Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pioneer Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pioneer Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pioneer Disciplined Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Pioneer Disciplined Value Mutual Fund Constituents

CSCOCisco SystemsStockInformation Technology
JNJJohnson JohnsonStockHealth Care
DLRDigital Realty TrustStockReal Estate
CATCaterpillarStockIndustrials
SYYSyscoStockConsumer Staples
EBAYeBay IncStockConsumer Discretionary
BACBank of AmericaStockFinancials
GSGoldman Sachs GroupStockFinancials
More Details

Pioneer Disciplined Top Holders

BALRXPioneer Solutions BalancedMutual FundWorld Allocation
IMOYXPioneer Solutions Mutual FundWorld Allocation
PIALXPioneer Solutions Mutual FundWorld Allocation
PIDCXPioneer Solutions Mutual FundWorld Allocation
More Details

Pioneer Disciplined Value Risk Profiles

Pioneer Disciplined Against Markets

Other Information on Investing in Pioneer Mutual Fund

Pioneer Disciplined financial ratios help investors to determine whether Pioneer Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pioneer with respect to the benefits of owning Pioneer Disciplined security.
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Equity Valuation
Check real value of public entities based on technical and fundamental data